See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,890 | $176,056-76.8% | $159,436-74.4% | $167,490-75.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.87% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,995 | $5,297-62.3% | $4,829-58.7% | $4,837-58.8% |
| Participant deferral / active EE | $6,378 | $7,750-17.7% | $7,352-13.3% | $6,341+0.6% |
| Admin fee / account holder | $639 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |